Finalyca App vs Goldmine Wealth

Finalyca's cutting-edge features and how it simplifies investment decision-making processes for investors, wealth managers, and family offices. As a quick recap, Finalyca offers comprehensive data on PMS, MF, ULIPS, and AIFs, sourced from our network of 300+ AMCs through personalized agreements. Our platform empowers users with intuitive analytics, streamlined portfolio management tools, and unique functionalities such as fund comparison, portfolio X-ray, and insightful overlap analysis.

Investment Portfolio App for customers of Goldmine Wealth Goldmine Wealth is a state-of-the-art investment & insurance portfolio management App for customers with Goldmine Wealth App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the Goldmine Wealth App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.